Macro

Tony is best known for the practical application of macro data.  He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.

Taking breather in adventure

Last spring, in an effort to get back into shape I began training for an “orienteering” race, where you go into the middle of a mountain range and…

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Q1 EPS outlook and tactical update

Q1/19 EPS estimates look to be down for the first time since Q3/16. Now that the unofficial start to Q1 earnings season is set to begin tomorrow with earnings…

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A trip down inversion memory lane

“The recent selloff in equities was partially the result of a near inversion of the 2-10 year U.S. Treasury Yield Curve (YC).” That was the opening line in…

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